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polarsource avatar

polarsource/polar

0
View on GitHub↗
9,452 stars·667 forks·Python·apache-2.0·28 viewspolar.sh↗

Polar

Polar is a digital product monetization engine and subscription management system. It serves as a merchant of record platform that handles global sales tax and VAT compliance, providing the infrastructure for selling subscriptions and one-time digital goods via hosted checkouts and embedded payment flows.

The project functions as an entitlement and access manager, automating the granting and restriction of digital benefits, license keys, and third-party platform roles. It includes a dedicated usage-based billing infrastructure that tracks customer activity through meters to apply aggregation rules for consumption-based pricing.

The platform covers broad capability areas including software license management, automated invoicing, and seat-based subscription allocation. It also provides tools for customer relationship management, business profitability tracking, and event-driven notifications via webhooks to synchronize external workflows.

Features

  • Billing and Subscription Management - Provides tools for managing commercial subscriptions, payments, and recurring billing cycles.
  • Digital Products - Facilitates the sale of software and digital assets via hosted checkouts and managed delivery.
  • License Management Systems - Provides a comprehensive system for issuing, validating, and revoking unique software license keys.
  • Merchant of Record Services - Acts as a merchant of record, handling global sales tax and VAT compliance centrally for sellers.
  • Tax Compliance Engines - Handles global sales tax and VAT collection as the merchant of record.
  • Feature Entitlements - Automates the granting and revocation of access to features, repositories, and roles based on billing tiers.
  • Benefit Automations - Provides automated granting of digital benefits and license keys based on the user's subscription tier.
  • Billing & Invoicing Systems - Provides a system for customers to view, download, and edit invoices and receipts.
  • Billing Plan Management - Enables customers to upgrade, downgrade, or change product plans using proration settings.
  • Subscription Billing - Provides the ability to fetch and filter a customer's active and inactive subscription list.
  • Subscription Registrations - Registers a customer for a free recurring product programmatically without triggering an initial order.
  • Subscription Terminations - Terminates a customer's recurring payment plan for a specific product.
  • Checkout Workflows - Processes orders and subscriptions by validating checkout sessions via client secrets.
  • Customer Account Registrations - Registers new customers with unique identifiers, billing addresses, and locales to manage payments.
  • Customer Record Lists - Provides APIs for retrieving and filtering paginated lists of customer account records.
  • Digital Product Monetization Engines - Serves as a complete engine for selling subscriptions and one-time digital goods via hosted and embedded checkouts.
  • Customer Profile Management - Allows modification of customer profile information, including email, address, tax ID, and account type.
  • Feature Access Restrictions - Implements granular controls to restrict application features based on a customer's active benefits or subscriptions.
  • Billing and Financial Systems - Implements a comprehensive historical log of financial events and associated transaction fees.
  • Usage-Based Billing - Implements mechanisms for calculating costs based on granular resource consumption and activity meters.
  • Hosted Checkout Integration - Offers hosted payment interfaces and session-based URLs to process transactions without requiring custom backend logic.
  • Invoice Generation - Generates professional billing documents for transactions after verifying customer identity and address.
  • Invoice Processing - Provides administrative access to retrieve billing details and invoice data for specific orders.
  • License Management - Retrieves specific activation records for license keys to verify status and metadata.
  • Organization Management - Provides administrative control over products, prices, subscriptions, and orders via backend automation tokens.
  • Entity Onboarding - Establishes new business entities with required legal and tax compliance data for payment processing.
  • Payment Method Management - Allows customers to update and manage their primary payment instruments for recurring billing.
  • Payment Receipt Management - Generates secure, presigned URLs for customers to download PDF payment receipts.
  • Payout Management - Handles the transfer of accumulated account balances to payment processors once thresholds are met.
  • Product Benefit Management - Manages the set of digital benefits associated with specific products to determine what users receive upon purchase.
  • Benefit Configuration Updates - Allows modification of user benefits including roles, feature flags, and repository access.
  • Benefit Revocation - Enables the deletion of specific benefits and the automatic revocation of all associated user access.
  • Recurring Billing Automation - Automates the generation of receipts and management of billing cycles to eliminate manual overhead.
  • Subscription Lifecycle Management - Manages the complete transition of recurring plans through proration, seat allocation, and automated churn tracking.
  • Usage Metering & Billing - Tracks customer activity via meters and aggregation rules to calculate dynamic, consumption-based costs.
  • Transaction History Tracking - Tracks purchase history, active subscriptions, and transaction metrics for every customer.
  • Profile Information Retrieval - Retrieves detailed customer profile and account information using unique identifiers.
  • Identity and Licensing Management - Automates the assignment and auditing of user licenses and digital benefits.
  • Session-Based Access Controls - Restricts customers to viewing and updating only their own orders and subscriptions using session-based tokens.
  • Role-Based Access Control - Maps purchased product tiers to specific digital entitlements such as license keys and repository access.
  • Payment Checkout Widgets - Displays payment interfaces directly on websites using HTML snippets or JavaScript libraries.
  • External Authentication Integrations - Links internal customer records with identifiers from external systems for identity synchronization.
  • Payout Account Linking - Enables linking external payment accounts to receive earnings minus platform fees.
  • Billing Portals - Allows for the modification of customer billing names, addresses, and tax IDs within the billing portal.
  • Payment Link Management - Provides capabilities to fetch configuration and status details for specific checkout links.
  • Programmatic Checkout APIs - Provides a JavaScript API to programmatically control the creation and lifecycle of checkout instances.
  • Currency Conversion Services - Converts global customer payments into a single settlement currency using real-time exchange rates.
  • Customer Access Overviews - Provides a comprehensive overview of a customer's active subscriptions and benefits to determine access levels.
  • Order Retrieval - Fetches a filterable list of customer orders to be displayed in administrative or support interfaces.
  • Profitability Analytics - Calculates financial margins and business earning capacity by aggregating cost data and revenue.
  • Earnings Tracking - Provides tracking of earnings and available funds for payout after deducting taxes and revenue shares.
  • Discount Management - Creates price reductions as fixed amounts or percentages with specific product targets and limits.
  • Reverse Invoicing - Creates billing documents for payouts including sales data and fee deductions for accounting.
  • Net Income Calculations - Determines actual payouts by deducting platform and processor fees from gross revenue.
  • Order Performance Metrics - Calculates total revenue, average order value, and cumulative earnings across all completed transactions.
  • Custom Checkout Fields - Adds required or optional input fields to checkouts to gather specific customer information.
  • Localization - Displays the checkout interface in the customer's preferred language based on browser settings or API parameters.
  • Payment Order Management - Allows modification of billing information on customer orders to ensure accurate invoice generation.
  • Payment Synchronization - Transfers customer payment and product access details to external support tools to provide user context.
  • Ad-hoc Pricing - Implements temporary, ad-hoc prices during session creation to apply user-specific rates.
  • Localized Pricing - Applies automated discounts based on a customer's country or local holidays to optimize pricing.
  • Refund Processing Engines - Processes full or partial fund returns to customers for specific orders.
  • Sales Measurement - Reports the volume and gross revenue generated from non-recurring digital product purchases.
  • Credit Funding - Manages the funding and tracking of customer credit balances for usage-based billing.
  • Subscriber Churn Analysis - Lemon Squeezy tracks cancellation rates and user reasons for leaving to identify patterns in attrition.
  • Tax Compliance Reporting - Produces annual 1099-K tax forms for users who exceed specific transaction volumes.
  • Team Member Management - Adds new users to B2B customer organizations to enable collaborative account access.
  • Member Removers - Deletes specific members from an organization based on requester permissions.
  • Meter Configuration Management - Retrieves and manages meter configurations, including their specific aggregation rules and units.
  • Metric Configuration Modifications - Updates the aggregation logic, units, and filtering rules for usage-based billing metrics.
  • Usage Data Retrieval - Retrieves current metering data to monitor customer consumption and quota usage.
  • Digital Download Management - Retrieves paginated lists of downloadable files available to customers based on their benefits.
  • File Uploaders - Provides paginated retrieval of uploaded files, including product media and downloadable assets.
  • Private Content Delivery - Delivers private notes, links, and coupon codes to customers via success pages and confirmation emails.
  • Customer Portals - Generates secure, temporary sessions for customers to manage accounts via a hosted portal.
  • External Service Integrations - Connects external sites and services to payment workflows through a public API and webhooks.
  • Webhook Configuration - Retrieves the configuration details of webhook endpoints, including target URLs and signing secrets.
  • Workflow Automation Triggers - Connects platform events to third-party applications using triggers and actions to synchronize data.
  • Operational Cost Monitoring - Ingests event-level cost data to calculate gross margins, cashflow, and average cost per user.
  • Media File Upload Handlers - Provides interfaces for uploading and storing files used as digital benefits, product media, or avatars.
  • Access Tokens - Issues and manages access tokens using authorization codes and refresh tokens to authenticate API requests.
  • Authentication Revocation - Allows the invalidation of active access or refresh tokens to terminate sessions or disconnect applications.
  • OAuth2 Implementations - Implements standard OAuth2 flows to request user or organization permission for specific data scopes.
  • Automated Repository Access - Automates GitHub collaborator invites by granting access upon payment and removing it upon cancellation.
  • Token Validation - Verifies the validity and scopes of OAuth2 tokens by retrieving metadata and activity status.
  • OAuth2 Access Token Issuance - Uses standard OAuth2 authorization codes and refresh tokens to manage secure API access and scoped permissions.
  • User Profile Retrieval - Retrieves authenticated customer profiles, including billing details, tax IDs, and payment methods.
  • Digital Wallet Payments - Activates support for Apple Pay and Google Pay for embedded checkout flows.
  • Webhook Event Notifications - Implements an event-driven architecture to push real-time notifications to external endpoints upon payment or subscription events.
  • Multi-tenant Isolation Policies - Ensures organizational isolation by separating products and billing configurations into distinct entities using administrative tokens.
  • Subscription Events - Sends real-time webhook notifications when customer subscription statuses are modified.
  • Seat Management - Links specific users or members to a subscription via invitation or immediate claim.
  • Seat Listings - Lists allocated seats for a specific subscription, including total count and occupant status.
  • Subscription - Monitors recurring revenue and active subscriber counts to analyze the financial health of products.
  • Billing Metrics - Fetches data regarding orders and subscriptions to track revenue and growth performance.
  • License Activation Limits - Provides mechanisms to restrict software access based on a maximum number of device activations.
  • Session-Based Costing - Determines total costs associated with individual user sessions by aggregating events.
  • Custom Data Fields - Creates custom data collection fields such as text, dates, and checkboxes for transactions.
  • Digital Subscription Delivery - Delivers downloadable digital files via signed URLs with optional checksum validation.
  • Data Analysis and Processing - High-performance data processing.
  • Example Applications - Funding and monetization platform for open-source developers.

Star history

Star history chart for polarsource/polarStar history chart for polarsource/polar

How this analysis was created: This summary and feature list are AI-generated from collected project material and can contain mistakes. Stars, license and language are imported from GitHub. Inclusion does not mean that we have tested or audited this project. Check the source documentation for any feature you depend on. Learn more on our About page.

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Frequently asked questions

What does polarsource/polar do?

Polar is a digital product monetization engine and subscription management system. It serves as a merchant of record platform that handles global sales tax and VAT compliance, providing the infrastructure for selling subscriptions and one-time digital goods via hosted checkouts and embedded payment flows.

What are the main features of polarsource/polar?

The main features of polarsource/polar are: Billing and Subscription Management, Digital Products, License Management Systems, Merchant of Record Services, Tax Compliance Engines, Feature Entitlements, Benefit Automations, Billing & Invoicing Systems.

Which projects share features with polarsource/polar?

Projects with overlapping indexed features include: getlago/lago — Lago is an open-source billing platform designed for managing subscriptions, usage-based metering, and automated… killbill/killbill — Kill Bill is a subscription billing platform and usage-based billing engine designed to manage recurring invoicing and… stripe/stripe-php — The stripe-php library is a PHP client used to integrate Stripe payment processing, subscription billing, and… akaunting/akaunting — Akaunting is a modular business enterprise resource planning system and self-hosted accounting software. It provides a… aws/aws-cdk — The AWS Cloud Development Kit is an infrastructure-as-code framework that enables developers to define and provision… invoiceninja/invoiceninja — Invoice Ninja is a professional billing and invoicing platform designed for managing clients, projects, and financial…